+3,871.5%
MU vs XLK
+1,455.1%
+2,416.3%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.7% | +5.4% | +5.1% |
| 7D | +9.0% | +0.9% | +8.1% | +7.8% |
| 30D | +13.8% | +0.7% | +13.1% | +12.8% |
| 3M | +2.1% | -2.9% | +5.0% | +11.6% |
| 6M | +153.8% | +34.3% | +119.6% | +84.9% |
| YTD | +256.4% | +30.4% | +226.0% | +171.6% |
| 1Y | +719.8% | +43.4% | +676.4% | +462.3% |
| 3Y | +1,360.4% | +116.8% | +1,243.5% | +515.3% |
| 5Y | +1,312.4% | +144.0% | +1,168.4% | +406.5% |
| 10Y | +6,142.6% | +778.8% | +5,363.8% | +318.7% |
| All | +3,871.5% | +1,455.1% | +2,416.3% | +73.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XLK.
Daily Out/Under-Performance
Portfolio return minus XLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLK return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded XLK wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling